Strategic Change Manager - Associate

Morgan Stanley; Town/Village of Harrison (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking a Strategic Change Manager – Associate to support the Automation & Workflow Solutions Team in Purchase. This role involves managing strategic change initiatives that drive operational excellence through automation and software development.

Key responsibilities include overseeing project milestones, developing presentations for stakeholders, and building trusted relationships across functions. The ideal candidate will have a Bachelor’s Degree and at least 2 years of relevant experience.

Qualifications

• At least 2 years of relevant experience in wealth management or consulting.
• Strong analytical and problem-solving skills are essential.
• Experience with Agile development methodology is a plus.

Responsibilities

• Support strategic change initiatives from concept through execution.
• Develop presentations for cross-functional teams and senior management.
• Build relationships with stakeholders to ensure clear communication.

Skills

Leadership

Communication skills

Problem-solving

Project management

Analytical skills

Education

Bachelor’s Degree

Job description

Strategic Change Manager – Associate

Location: Purchase

Team Overview

The Automation & Workflow Solutions Team is a strategic transformation function within Morgan Stanley Wealth Management. The team leads large‑scale initiatives that drive operational excellence through workflow, automation, software/application development, artificial intelligence, and intelligent document processing solutions.

Primary Responsibilities

• Support critical workstreams of strategic change initiatives, from concept through post‑execution measurement, including gathering and creating business requirements, performing impact analysis, end‑to‑end user testing and feedback support, pilot/national rollout planning, supporting execution activities such as communications and change management, and tracking success metrics.
• Support and lead the development of presentations and updates for cross‑functional teams, control partners, and senior management to facilitate alignment and decision‑making.
• Build trusted relationships with stakeholders across a range of functions to anticipate needs, gather input, and ensure clear communication.
• Support and lead program milestone management, end‑to‑end program tracking, coordination, and risk/issue escalation.
• Support the development of critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs.
• Liaise between business, technology, operations, and field service teams to deliver platform solutions and new process creation.
• Manage efforts to incorporate new and enhanced software/applications and automation capabilities onto the Workflow and other Wealth Management platforms.

Required Skills

• Highly motivated, independent leader with a strong work ethic.
• Exceptional written, verbal, and visual communication and storytelling skills.
• Self‑starter with a strong sense of ownership, accountability, and entrepreneurial spirit.
• Ability to effectively manage ambiguity and apply problem‑solving skills.
• Ability to prioritize and manage multiple concurrent initiatives.
• Ability to simplify and communicate complex subject matter.

Qualifications

• At least 2 years of relevant experience in wealth management, consulting, or careers where a similar skill set is developed and demonstrated.
• Bachelor’s Degree required.
• Strong analytical, strategic thinking and problem‑solving skills.
• Experience with Agile or application development methodology for technology projects is a plus.
• Experience designing and delivering Agentic AI and/or Generative AI solutions is a plus.

Equal Employment Opportunity

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The Firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.